Client Services Coordinator - Financial Advisory

SageSpring Wealth Partners; Birmingham (AL); On-site; USD 42,000 - 52,000; Full time

Job summary

SageSpring Wealth Partners is seeking a Client Services professional to support Financial Advisors with administrative tasks and client service excellence. You will interact daily with clients, schedule meetings, and manage records and reports in the CRM system.

The role requires strong communication, multitasking, and the ability to work independently while coordinating with the team and advisors. The organization emphasizes integrity and professional standards in a collaborative office setting.

Qualifications

• Associates degree or 2 years administrative experience in lieu of degree.
• Proficient in Microsoft Office Suite and video conferencing systems.
• Ability to handle multiple projects simultaneously while completing daily tasks.
• Excellent oral and written communication skills with strong interpersonal abilities.
• Attention to detail, critical thinking and problem-solving skills.

Responsibilities

• Interact daily on the phone and in person with prospective and existing clients.
• Schedule and coordinate meetings and appointments for advisors.
• Create and maintain records and files.
• Maintain databases and create reports using the CRM platform.
• Transcribe and prepare correspondence.
• Request compliance approval for bulk client communications.
• Receive cross-training and assist with other operational functions as required.
• Handle or delegate executive Advisor emails.
• Coordinate travel arrangements for executive advisor.
• Schedule and confirm client meetings with Advisors, clients, and partners.
• Schedule executive level leadership meetings.
• Generate reports for Advisor and Team.
• Regular and timely attendance is required.
• Generate birthday card reports and prepare cards for signing and mailing.
• Perform other duties as assigned.

Skills

Multitasking

Communication

Interpersonal skills

Problem solving

Integrity

Education

Associates degree or 2 years admin experience

Tools

Microsoft Office Suite

Video conferencing systems

Job description

The Will Scroggins Wealth Team is looking for a detail-oriented, people-oriented Client Services Associate who enjoys working directly with clients and being part of a collaborative team. As part of SageSpring Wealth Partners, you’ll join a growing, established wealth management firm known for its strong culture and commitment to its people. SageSpring has been recognized as a USA TODAY Top Workplace, one of Financial Planning’s Best Workplaces in Money Management, one of the Nashville Business Journal’s 25 Fastest-Growing Companies, and among CityWire’s fastest-growing RIAs. This is a full-time, in-office position based in Birmingham, Alabama.

Job Summary:

The Client Services position assists the Financial Advisor with various administrative tasks and provides clients with quality service. This position interacts daily on the phone and in person with prospective and existing clients, including handling basic inquiries. The role schedules and coordinates meetings and appointments for advisors while maintaining databases and creating reports using the Client Relationship Management platform. This position will have routine contact with internal and external customers required to obtain, clarify or provide facts and information while sustaining a professional image. This role provides excellent customer service to team members and customers while demonstrating the company values and supporting the mission.

What You’ll Do

• Serve as a professional, friendly point of contact for clients and help create a welcoming, high-touch client experience
• Communicate with clients by phone, email, and in person to assist with service needs, paperwork, and follow-through
• Help manage advisor calendars and coordinate client meeting scheduling
• Prepare client meeting materials and help ensure meetings and follow-up are organized and executed smoothly
• Coordinate client requests and action items with advisors and other team members
• Track tasks, deadlines, and client requests to ensure complete and timely follow-through
• Maintain accurate and up-to-date client information in Salesforce and other systems
• Manage multiple priorities and shift between tasks as client and team needs change
• Approach day-to-day responsibilities with flexibility, ownership, and attention to detail
• Work closely with advisors and team members to deliver an excellent and consistent client experience
• Communicate openly, ask questions, and proactively help move team priorities forward
• Anticipate team needs and contribute to organized, efficient processes
• Enjoy being part of a collaborative, high-performing team
  
  
  

Who You Are

• Professional, warm, and confident when interacting with clients
• Genuinely enjoy talking with people and building positive relationships
• Detail-oriented, organized, and dependable
• Strong in execution and follow-through
• Flexible and comfortable shifting between priorities
• Team-oriented, collaborative, and eager to contribute
• Tech-savvy and comfortable learning new systems and tools
  
  
  

Qualifications

• 1–3 years of experience in financial services, operations, or client service preferred, but not required
• Wealth management or financial services experience is a plus
• Proficient in Microsoft Office, including Word, Excel, and PowerPoint
• Experience with Salesforce or similar CRM software is a plus
• Bachelor’s degree preferred
  
  
  

Compensation & Benefits

• Competitive salary
• Health insurance
• 401(k) retirement plan
• Professional development support
• Opportunity to grow within a successful and expanding wealth management firm
• Supportive, team-oriented culture with clear processes and high expectations
• Stable, established team with continued growth opportunities
  
  
  

How To Apply

• Submit your resume to [e-mail]
  
  
  

Physical Demands:

• Ability to work in a traditional professional office setting
• Prolonged periods of sitting at a desk and working on a computer
• Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
• Work schedule may vary and is determined by project schedules
• Ability to efficiently operate all job-related office equipment
• Ability to communicate via telephone, computer and work in virtual teams
• Must be able to lift up to 15 pounds at a time
• Ability to travel using personal vehicle to other office locations as needed
  
  
  

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About SageSpring:

This is an exciting opportunity to join a Forbes’ Best-In-State Wealth Advisors recipient, and the Tennessean’s Top Workplace for the last five consecutive years (2020-2024). Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Don’t miss your opportunity to work with a high performing team in a positive, energetic environment where you’ll know you’re truly appreciated and making a difference.

Rewards & Culture:

• Great Benefits – Including: Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
• #1 Culture – Join and grow in an award-winning culture where you’ll look forward to Monday.
• Inspiring Leadership – Our leaders truly embody the definition of servant leadership. They inspire our teams to flourish thought an energetic, positive, fun, and highly supportive work environment.
• Team Engagement – Build genuinely special relationships and bonds throughout your team and across the company and partners.
• High Performance - Our motto, “Humble, Hungry, and Smart,” is truly exemplified from the top down.
• Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
• Community Involvement – We’re passionate about supporting our community and encourage each office to choose a charity or cause to champion.
  
  
  

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The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform this position. Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department. SageSpring Wealth affirms our commitment to make reasonable accommodations for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.